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Cornerstone Planning Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Cornerstone Planning Group’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.69K Buy
203
+172
+555% +$8.23K ﹤0.01% 901
2026
Q1 		$1.44K Sell
31
-22
-42% -$1.06K ﹤0.01% 1368
2025
Q4 		$2.56K Sell
53
-538
-91% -$25.8K ﹤0.01% 1141
2025
Q3 		$15.3K Buy
+591
New +$28.4K ﹤0.01% 657
2025
Q2 		– Sell
-6
Closed -$283 – 1667
2025
Q1 		$283 Buy
+6
New +$286 ﹤0.01% 1429

Other funds holding SHM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Cornerstone Planning Group's SHM Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 555% in Q2 2026, buying an estimated $8.23K and bringing the position to 203 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Cornerstone Planning Group first reported a position in SHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q3 2025. 270 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • Cornerstone Planning Group held 203 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $9.69K as of Q2 2026.
  • Cornerstone Planning Group bought 172 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $8.23K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #901 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $15.3K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.